-3.2%
FLG vs VT
+13.0%
-16.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | -1.2% |
| 7D | -1.6% | +0.4% | -1.9% | -1.8% |
| 30D | -6.5% | -2.6% | -3.9% | -4.8% |
| 3M | -24.1% | -3.2% | -20.9% | -22.3% |
| 6M | -25.8% | +0.9% | -26.7% | -26.4% |
| YTD | -15.8% | +11.3% | -27.1% | -22.7% |
| All | -3.2% | +13.0% | -16.2% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling